AAG
SW

Armstrong Advisory Group’s Smurfit Westrock SW Stock Holding History

Armstrong Advisory Group’s Portfolio SW Stock Details SW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.8K Hold
471
– – ﹤0.01% 578
2026
Q1 		$18.8K Hold
471
– – ﹤0.01% 581
2025
Q4 		$18.2K Hold
471
– – ﹤0.01% 578
2025
Q3 		$20.1K Sell
471
-436
-48% -$19.7K ﹤0.01% 564
2025
Q2 		$39.1K Hold
907
– – ﹤0.01% 421
2025
Q1 		$48.9K Hold
907
– – ﹤0.01% 381
2024
Q4 		$48.9K Hold
907
– – ﹤0.01% 381
2024
Q3 		$44.8K Buy
+907
New +$41.2K ﹤0.01% 385

Other funds holding SW

TSAM
Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return
EAM
Exane Asset Management Paris, France $277M AUM 26.27% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
SAM
Sycomore Asset Management Paris, France $932M AUM 51.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

Armstrong Advisory Group's SW Position: Q2 2026 in Review

Armstrong Advisory Group held its Smurfit Westrock (SW) position steady in Q2 2026 at 471 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #578.

Armstrong Advisory Group first reported a position in SW in Q3 2024 and has held it in 8 quarters since. The position peaked at $48.9K in Q1 2025. 94 funds tracked by Wall St. Rank hold SW as of Q2 2026.

  • Armstrong Advisory Group held 471 shares of Smurfit Westrock worth $21.8K as of Q2 2026.
  • Armstrong Advisory Group left its Smurfit Westrock share count unchanged in Q2 2026.
  • Smurfit Westrock made up ﹤0.01% of Armstrong Advisory Group's portfolio in Q2 2026, its #578 holding.
  • Armstrong Advisory Group first reported a position in Smurfit Westrock in Q3 2024 and has held it in 8 quarters since.
  • Armstrong Advisory Group's Smurfit Westrock position peaked at $48.9K in Q1 2025.
  • 94 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Armstrong Advisory Group's 13F filing for Q2 2026, filed 13 Jul 2026.